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Dimensional US Real Estate ETF

186 hedge funds and large institutions have $608M invested in Dimensional US Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 10

121% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 38

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

29% more capital invested

Capital invested by funds: $471M → $608M (+$137M)

27% more funds holding

Funds holding: 146186 (+40)

0.85% less ownership

Funds ownership: 70.65%69.81% (-0.85%)

Holders
186
Holders Change
+40
Holders Change %
+27.4%
% of All Funds
2.71%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.31%
New
53
Increased
84
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
101
Andrews Lucia Wealth Management
California
$999K +$133K +6,490 +17%
KAS
102
Kestra Advisory Services
Texas
$954K -$76.4K -3,731 -8%
HWMC
103
Heritage Wealth Management (California)
California
$926K +$834K +40,711 New
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$916K +$126K +6,159 +18%
AA
105
Advisory Alpha
Michigan
$886K -$71.5K -3,490 -8%
HWM
106
Hemington Wealth Management
Virginia
$877K +$790K +38,582 New
SCM
107
SOL Capital Management
Maryland
$867K +$781K +38,120 New
VF
108
Vawter Financial
Ohio
$825K +$290K +14,179 +64%
DWM
109
Drive Wealth Management
Utah
$802K -$209K -10,183 -22%
GTAM
110
Global Trust Asset Management
Florida
$788K -$242K -11,792 -25%
Creative Planning
111
Creative Planning
Kansas
$774K +$698K +34,051 New
FPAS
112
Focus Partners Advisor Solutions
Missouri
$711K +$640K +31,265 New
FWP
113
Firethorn Wealth Partners
Georgia
$709K -$219K -10,702 -26%
FWM
114
FMB Wealth Management
California
$687K +$375K +18,325 +154%
Osaic Holdings
115
Osaic Holdings
Arizona
$601K -$392K -19,156 -42%
DPI
116
Diversified Portfolios Inc
Michigan
$600K +$541K +26,400 New
CAM
117
CPA Asset Management
Florida
$587K +$72.7K +3,549 +16%
WAM
118
Weinberger Asset Management
California
$554K +$499K +24,381 New
FWM
119
Fonville Wealth Management
Virginia
$522K +$470K +22,942 New
AAM
120
Austin Asset Management
Texas
$514K +$191K +9,300 +70%
FOA
121
Five Oceans Advisors
California
$493K -$40.3K -1,966 -8%
LWM
122
Lodestone Wealth Management
Washington
$470K +$331K +16,143 New
HWMT
123
Heritage Wealth Management (Texas)
Texas
$456K +$411K +20,041 New
FFM
124
Flagstone Financial Management
Nebraska
$438K +$395K +19,274 New
NWM
125
Northwest Wealth Management
Iowa
$435K +$8.32K +406 +2%

DFAR Hedge Fund Activity: Q4 2023 in Review

186 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Real Estate ETF (DFAR) for Q4 2023, worth a combined $608M — up 29% from $471M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new DFAR positions and 10 closed out — a net gain of 43 holders — while 84 added to existing stakes and 38 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $8.55M. The largest seller was Strategic Investment Solutions, cutting an estimated $29.4M.

  • 186 institutional investors held Dimensional US Real Estate ETF (DFAR) as of Q4 2023, up from 146 in Q3 2023.
  • Funds reported $608M of Dimensional US Real Estate ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 53 funds opened new Dimensional US Real Estate ETF positions in Q4 2023 and 10 closed out, a net change of +43 holders.
  • The largest Dimensional US Real Estate ETF buyer in Q4 2023 was HighTower Advisors, an estimated $8.55M added.
  • The largest Dimensional US Real Estate ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2023.